Purchases and Sales Made in Q3 2023 in Vaneck ETF Tr Investment Grade (FLTR)
This table provides information about the institutional ownership of Vaneck ETF Tr Investment Grade (FLTR) during Q3 2023. The information is specifically focused on institutions that hold shares of VANECK ETF TR INVESTMENT GRADE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
778KNew |
$19.5M - $19.7M
|
778K
$19.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
509K+ 38.57% |
$12.8M - $12.9M
|
1.83M
$46.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
BUY
|
- |
493KNew |
$12.4M - $12.5M
|
493K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
402KNew |
$10.1M - $10.2M
|
402K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
392KNew |
$9.86M - $9.93M
|
392K
$10M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
381K+ 462.65% |
$9.58M - $9.65M
|
464K
$11.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
343K+ 183.02% |
$8.61M - $8.68M
|
530K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
293KNew |
$7.35M - $7.4M
|
293K
$7.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
285K+ 24.75% |
$7.16M - $7.21M
|
1.44M
$36.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
193K+ 5.34% |
$4.86M - $4.89M
|
3.81M
$97.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
188K+ 83.85% |
$4.73M - $4.77M
|
413K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
168K+ 20.79% |
$4.21M - $4.24M
|
974K
$24.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
154K+ 24.86% |
$3.88M - $3.91M
|
775K
$19.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
126K+ 2510.66% |
$3.15M - $3.18M
|
131K
$3.33M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
83.7K+ 11.02% |
$2.1M - $2.12M
|
843K
$21.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
81KNew |
$2.03M - $2.05M
|
81K
$2.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77K+ 105.5% |
$1.93M - $1.95M
|
150K
$3.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
76.8KNew |
$1.93M - $1.94M
|
76.8K
$1.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
73.7K+ 106.18% |
$1.85M - $1.86M
|
143K
$3.65M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
63.9K+ 51.7% |
$1.6M - $1.62M
|
187K
$4.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.4K+ 16.17% |
$1.47M - $1.48M
|
420K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.8K+ 487.83% |
$1.35M - $1.36M
|
64.8K
$1.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
47.8K+ 9.86% |
$1.2M - $1.21M
|
532K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
47.3K+ 55.79% |
$1.19M - $1.2M
|
132K
$3.36M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
40.5K+ 4.19% |
$1.02M - $1.03M
|
1.01M
$25.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37.7KNew |
$947K - $954K
|
37.7K
$961K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
36.5K+ 4.78% |
$918K - $925K
|
801K
$20.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
36.2K+ 4.31% |
$910K - $917K
|
878K
$22.4M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
34.7K+ 6.1% |
$871K - $878K
|
603K
$15.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
31.6K+ 161.12% |
$794K - $800K
|
51.2K
$1.31M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
30.4KNew |
$763K - $769K
|
30.4K
$775K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
30.3KNew |
$762K - $768K
|
30.3K
$773K
|
|
|
Nov 13, 2023
Q3 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
30KNew |
$754K - $759K
|
30K
$765K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
29K+ 3.57% |
$729K - $734K
|
843K
$21.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.3K+ 27.84% |
$711K - $717K
|
130K
$3.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
27.1K+ 8.76% |
$681K - $686K
|
337K
$8.58M
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
26.1K+ 4.67% |
$656K - $661K
|
585K
$14.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22.8KNew |
$573K - $577K
|
22.8K
$581K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 245.07% |
$498K - $502K
|
27.9K
$712K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 16.45% |
$471K - $475K
|
133K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.8KNew |
$371K - $374K
|
14.8K
$377K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.7K+ 80.11% |
$345K - $348K
|
30.9K
$788K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.5K+ 14.53% |
$339K - $341K
|
106K
$2.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
13KNew |
$326K - $328K
|
13K
$330K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.8K+ 102.53% |
$321K - $323K
|
25.2K
$643K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
12.5K+ 7.16% |
$313K - $315K
|
187K
$4.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.1KNew |
$279K - $281K
|
11.1K
$283K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.6K+ 49.36% |
$266K - $268K
|
32K
$816K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.1KNew |
$253K - $255K
|
10.1K
$257K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.23KNew |
$232K - $234K
|
9.23K
$235K
|